MTD vs. PHMIX

In the year-to-date period, MTD achieves a -5.57% return, which is significantly lower than PHMIX's -1.68% return. Over the past 10 years, MTD has outperformed PHMIX with an annualized return of 13.38%, while PHMIX has yielded a comparatively lower 3.81% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Mettler-Toledo International Inc. (MTD) and PIMCO High Yield Municipal Bond Fund (PHMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MTD Sharpe Ratio is -0.49, which is lower than the PHMIX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of MTD and PHMIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MTD has not paid dividends to shareholders, while PHMIX's dividend yield for the trailing twelve months is around 4.59%.

The maximum MTD drawdown since its inception was -61.43%, which is greater than PHMIX's maximum drawdown of -35.53%. Use the drawdown chart below to compare losses from any high point for MTD and PHMIX.

Mettler-Toledo International Inc. (MTD) has a higher volatility of 14.02% compared to PIMCO High Yield Municipal Bond Fund (PHMIX) at 1.00%. This indicates that MTD's price experiences larger fluctuations and is considered to be riskier than PHMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.